Jose Lopez Gonzalez (CRD# 5757628) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Saltillo, Coahuila, and has over 13 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Union De Credito Mixta De Coahuila Sa De Cv | Saltillo, Coahuila, | Mar 2022 - Current | 2 |
| Investment Placement Group | San Diego, CA | May 2018 - Current | 5 |
| Ipg Investment Advisors, LLC | San Diego, CA | May 2018 - Current | 5 |
| Credito Util Sa De Cv Sofom Enr | Calle De Las Rosa 212, | Oct 2017 - Feb 2022 | 4 |
| Monex Securities, Inc. | Houston, TX | Sep 2014 - Sep 2017 | 3 |
| Monex Asset Management, Inc. | Houston, TX | Sep 2014 - Sep 2017 | 3 |
| Tutifrosty | Saltillo, | Apr 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- CA
- TX
-
Total Assets Under Management3,506MILLIONS
-
Total Number of Accounts1,051ACCOUNTS
-
Average Account Value$3,336,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, IN, MA, NY, TX
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